Aug 9, 2023 | Announcement
We’re pleased to share with you that a new Investor360° experience will soon be available to you, starting on Friday, August 18. You will have access to all of the same features you are used to as well as several critical enhancements. The legacy version of...
Jan 17, 2019 | Announcement
On July 12, 2018, Pat, Joe, Rich, Brent, and CenterBridge’s newest Syracuse team members, Marie and Kaylee, paid a long overdue visit to their Buffalo colleagues. This was the first occasion that all nine of us were able to meet face-to-face. Our Buffalo team of...
Sep 11, 2018 | Announcement
CenterBridge Planning Group was recently ranked the #26th Financial Planning Firm in WNY. The rankings are based on assets under management. You can read the article...
Jun 3, 2018 | Announcement, Archive
For the second year, CenterBridge’s donor-advised fund is sponsoring ClearPath for Veterans’ Red, White & Blue BBQ on June 16th, 2018! This event is a fundraiser supporting all of the programs offered by ClearPath for Veterans, located in Chittenango, NY. ...
